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Wedbush Securities’s Willis Lease Finance WLFC Stock Holding History

Wedbush Securities’s Portfolio WLFC Stock Details WLFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.91M Sell
25,071
-984
-4% -$64.3K 0.05% 297
2026
Q1 		$1.48M Sell
26,055
-600
-2% -$36.1K 0.04% 344
2025
Q4 		$1.21M Sell
26,655
-1,200
-4% -$51.7K 0.04% 392
2025
Q3 		$1.27M Buy
+27,855
New +$1.35M 0.04% 353

Other funds holding WLFC

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FTIA
Four Tree Island Advisory Portsmouth, New Hampshire $303M AUM 128.02% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wedbush Securities's WLFC Position: Q2 2026 in Review

Wedbush Securities reduced its Willis Lease Finance (WLFC) stake by 3.8% in Q2 2026, selling an estimated $64.3K and leaving 25,071 shares worth $1.91M. The position accounts for 0.05% of the portfolio, ranked #297.

Wedbush Securities first reported a position in WLFC in Q3 2025 and has held it in 4 quarters since. 175 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Wedbush Securities held 25,071 shares of Willis Lease Finance worth $1.91M as of Q2 2026.
  • Wedbush Securities sold 984 Willis Lease Finance shares in Q2 2026, an estimated $64.3K.
  • Willis Lease Finance made up 0.05% of Wedbush Securities's portfolio in Q2 2026, its #297 holding.
  • Wedbush Securities first reported a position in Willis Lease Finance in Q3 2025 and has held it in 4 quarters since.
  • 175 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.